---
description: Learn what are the benefits of Pipedrive vs Wealthbox CRM for the UK businesses. Our free platform provides a detailed side-by-side comparison that will help you learn more about each of these software.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Compare Pipedrive vs Wealthbox CRM | GetApp UK 2026
---

Breadcrumb: [Home](/) > [Sales Performance Management Software](/directory/3837/sales-performance-management/software) > [Pipedrive \<span\>vs\</span\> Wealthbox CRM](https://www.getapp.co.uk/compare/90507/2057636/pipedrive/vs/wealthbox)

# Compare Pipedrive vs Wealthbox CRM

Canonical: https://www.getapp.co.uk/compare/90507/2057636/pipedrive/vs/wealthbox

> Detailed comparison between Pipedrive and Wealthbox CRM. Check ratings, reviews, pricing, and features to make the best decision for your business.

-----

## At a Glance

| Metric | Pipedrive | Wealthbox CRM |
| **Overall rating** | 4.5/5 | 4.7/5 |
| **Total Reviews** | 3062 | 146 |
| **Starting Price** | US$19.00 | US$59.00 |
| **Free Trial** | Yes | Yes |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat | Email/Help Desk, FAQs/Forum, Knowledge Base |
| **Training** | Webinars, Documentation, Videos | Live Online, Webinars, Documentation, Videos |

## Key features

### Pipedrive

- API
- Access Controls/Permissions
- Activity Tracking
- CRM
- Calendar Management
- Collaboration Tools
- Customer Database
- Document Management
- Email Management
- Email Marketing
- Email Templates
- Lead Capture
- Lead Management
- Mobile Access
- Relationship Tracking
- Reporting & Statistics
- Search/Filter
- Task Management
- Template Management
- Workflow Management

### Wealthbox CRM

- API
- Access Controls/Permissions
- Activity Tracking
- CRM
- Calendar Management
- Collaboration Tools
- Customer Database
- Document Management
- Email Management
- Email Marketing
- Email Templates
- Lead Capture
- Lead Management
- Mobile Access
- Relationship Tracking
- Reporting & Statistics
- Search/Filter
- Task Management
- Template Management
- Workflow Management

## Links

- [View Pipedrive Profile](https://www.getapp.co.uk/software/90507/pipedrive)
- [View Wealthbox CRM Profile](https://www.getapp.co.uk/software/2057636/wealthbox)
- [View Original Comparison](https://www.getapp.co.uk/compare/90507/2057636/pipedrive/vs/wealthbox)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Compare Pipedrive vs Wealthbox CRM | GetApp UK 2026","description":"Learn what are the benefits of Pipedrive vs Wealthbox CRM for the UK businesses. Our free platform provides a detailed side-by-side comparison that will help you learn more about each of these software.","url":"https://www.getapp.co.uk/compare/90507/2057636/pipedrive/vs/wealthbox","about":[{"@id":"https://www.getapp.co.uk/software/90507/pipedrive#software"},{"@id":"https://www.getapp.co.uk/software/2057636/wealthbox#software"}],"breadcrumb":{"@id":"https://www.getapp.co.uk/compare/90507/2057636/pipedrive/vs/wealthbox#breadcrumblist"},"@type":["WebPage","CollectionPage"],"@id":"https://www.getapp.co.uk/compare/90507/2057636/pipedrive/vs/wealthbox#webpage","isPartOf":{"@id":"https://www.getapp.co.uk/#website"},"inLanguage":"en-GB","publisher":{"@id":"https://www.getapp.co.uk/#organization"}},{"name":"Pipedrive","description":"Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sales pipelines, real-time insights and AI-based features.\n\nPipedrive’s interface empowers salespeople to streamline workflows and unlock instant sales insights. Easily track deal and lead progress with Pipedrive’s visual sales pipeline and fine-tune your strategy with reporting features and a personalized AI Sales Assistant. Pipedrive offers various app integrations across all revenue stages, including Zapier, Zoom and Google Workspace, so teams can sync all data in one place and supercharge productivity.\n\nAdministrators can reach the right contacts at the right time with intelligent lead segmentation and activity reminders that tell when to take action and when it’s time to seal the deal. It helps compose sales emails.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/51d970e1-ac5e-4af1-b976-70f230e43f06.png","url":"https://www.getapp.co.uk/software/90507/pipedrive","@type":"SoftwareApplication","@id":"https://www.getapp.co.uk/software/90507/pipedrive#software","publisher":{"@id":"https://www.getapp.co.uk/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","bestRating":5,"ratingCount":3062,"ratingValue":4.5},"offers":{"price":"19","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Apple, Windows, Linux, Android, Platform ios, Platform ipad"},{"name":"Wealthbox CRM","description":"Wealthbox CRM is a cloud-based CRM workspace built for financial advisors and wealth management firms of all sizes, from independent RIAs to enterprise broker-dealers, banks, credit unions, trust companies, and family offices. The platform centralizes client and household records, full communication history, financial data, relationship tracking, opportunity pipeline management, automated workflows, and meeting management in a single environment. Two-way email sync with Gmail and Outlook, broadcast email with open and click tracking, shared meeting agendas, and collaborative notes keep advisor teams coordinated without switching between tools. A mobile app for iOS and Android stays fully synced with the web account for access in the field.\n\nWealthbox CRM includes a native AI layer across several functions. The AI Notetaker joins Zoom and Teams meetings, transcribes conversations, generates structured summaries, suggests action items, and drafts follow-up emails, all saved directly to the client record. The AI Assistant monitors client activity, drafts follow-up communications, and surfaces recommended actions, requiring advisor confirmation before any CRM changes are written. AI Meeting Prep aggregates recent notes, tasks, meetings, relationships, and financial data into a pre-meeting summary. AI-generated reporting, available on Premier and Enterprise plans, produces detailed CRM reports from natural-language prompts with support for custom parameters, data points, and charts. Early-access AI agents and playbooks add a further layer of guided next-step recommendations across the practice.\n\nThe platform supports compliance requirements through complete activity logs, searchable audit trails, SOC 2 Type II certification, 256-bit encryption, two-factor authentication, role-based permissions, SSO, and an Open API. Over 150 native integrations connect to custodial platforms, portfolio management, financial planning, compliance, and marketing tools, including Schwab, Fidelity, Pershing, MoneyGuide, eMoney, and Orion. Customizable dashboards, custom fields, custom objects, and workflow templates allow configuration to match firm-specific processes. Assisted data migration from an existing CRM is included. Plans start at $59 per user per month with a 14-day free trial and no credit card required.","image":"https://images.g2crowd.com/display-layer-screenshots/58410/42a9777119afaad76288b1088108650245bbe33e7c990184f914c5421877aaa7.png","url":"https://www.getapp.co.uk/software/2057636/wealthbox","@type":"SoftwareApplication","@id":"https://www.getapp.co.uk/software/2057636/wealthbox#software","publisher":{"@id":"https://www.getapp.co.uk/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","bestRating":5,"ratingCount":146,"ratingValue":4.7},"offers":{"price":"59","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Apple, Windows, Linux, Chrome, Android, Platform ios, Platform ipad"},{"@type":"BreadcrumbList","@id":"https://www.getapp.co.uk/compare/90507/2057636/pipedrive/vs/wealthbox#breadcrumblist","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Sales Performance Management Software","position":2,"item":"/directory/3837/sales-performance-management/software","@type":"ListItem"},{"name":"Pipedrive vs Wealthbox CRM","position":3,"item":"https://www.getapp.co.uk/compare/90507/2057636/pipedrive/vs/wealthbox","@type":"ListItem"}]}]}
</script>
